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Golden State Wealth Management’s Citizens Financial Group CFG Stock Holding History

Golden State Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3K Buy
446
+4
+0.9% +$258 ﹤0.01% 846
2026
Q1 		$26.6K Buy
442
+3
+0.7% +$184 ﹤0.01% 847
2025
Q4 		$25.7K Buy
439
+3
+0.7% +$161 ﹤0.01% 869
2025
Q3 		$23.2K Hold
436
– – ﹤0.01% 883
2025
Q2 		$19.5K Sell
436
-21
-5% -$827 ﹤0.01% 891
2025
Q1 		$18.7K Hold
457
– – ﹤0.01% 816
2024
Q4 		$20K Buy
+457
New +$20.2K ﹤0.01% 769
2019
Q3 		– Sell
-535
Closed -$18K – 1074
2019
Q2 		$18K Buy
535
+4
+0.8% +$139 0.01% 629
2019
Q1 		$17K Buy
+531
New +$18.4K 0.01% 658

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Golden State Wealth Management's CFG Position: Q2 2026 in Review

Golden State Wealth Management increased its Citizens Financial Group (CFG) stake by 0.9% in Q2 2026, buying an estimated $258 and bringing the position to 446 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Golden State Wealth Management first reported a position in CFG in Q1 2019 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Golden State Wealth Management held 446 shares of Citizens Financial Group worth $31.3K as of Q2 2026.
  • Golden State Wealth Management bought 4 Citizens Financial Group shares in Q2 2026, an estimated $258.
  • Citizens Financial Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Golden State Wealth Management first reported a position in Citizens Financial Group in Q1 2019 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.